Inman Jager Wealth Management, LLC
CIK: 0002052044SEC EDGAR →
Portfolio Value
$163.3M
Holdings
81
As of
Q4 2025
New Positions
81
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 45,424 | $22.0M | 13.45% |
| 2 | ISHARES TR | 21,397 | $14.7M | 8.97% |
| 3 | SSGA ACTIVE ETF TR | 168,735 | $6.8M | 4.16% |
| 4 | VANGUARD BD INDEX FDS | 72,991 | $5.4M | 3.31% |
| 5 | SPDR SERIES TRUST | 48,831 | $5.2M | 3.19% |
| 6 | SPDR SERIES TRUST | 86,079 | $4.9M | 2.99% |
| 7 | ISHARES TR | 62,136 | $4.1M | 2.51% |
| 8 | ISHARES TR | 16,614 | $4.1M | 2.50% |
| 9 | ISHARES TR | 25,673 | $3.6M | 2.22% |
| 10 | ISHARES TR | 40,119 | $3.6M | 2.20% |
Quarterly Changes
New Positions (81)
$22.0M · 45K shares
$14.7M · 21K shares
$6.8M · 169K shares
$5.4M · 73K shares
$5.2M · 49K shares
$4.9M · 86K shares
$4.1M · 62K shares
$4.1M · 17K shares
$3.6M · 26K shares
$3.6M · 40K shares
$3.3M · 40K shares
$3.0M · 55K shares
$2.9M · 19K shares
$2.8M · 30K shares
$2.8M · 113K shares
$2.7M · 8K shares
$2.6M · 10K shares
$2.5M · 4K shares
$2.4M · 25K shares
$2.3M · 34K shares
$2.3M · 8K shares
$2.2M · 26K shares
$2.2M · 25K shares
$2.1M · 22K shares
$2.0M · 19K shares
$1.9M · 27K shares
$1.9M · 4K shares
$1.9M · 16K shares
$1.9M · 21K shares
$1.8M · 44K shares
$1.7M · 8K shares
$1.6M · 10K shares
$1.6M · 5K shares
$1.6M · 11K shares
$1.6M · 9K shares
$1.5M · 17K shares
$1.5M · 9K shares
$1.5M · 2K shares
$1.4M · 16K shares
$1.3M · 43K shares
$1.3M · 4K shares
$1.3M · 11K shares
$1.3M · 32K shares
$1.2M · 51K shares
$1.1M · 46K shares
$1.0M · 11K shares
$1.0M · 14K shares
$982K · 17K shares
$920K · 11K shares
$919K · 13K shares
$855K · 1K shares
$817K · 2K shares
$814K · 5K shares
$810K · 13K shares
$771K · 16K shares
$747K · 13K shares
$658K · 7K shares
$647K · 1K shares
$596K · 2K shares
$569K · 1K shares
$549K · 3K shares
$547K · 2K shares
$546K · 6K shares
$545K · 5K shares
$530K · 11K shares
$466K · 2K shares
$443K · 4K shares
$403K · 5K shares
$357K · 407 shares
$353K · 2K shares
$328K · 1K shares
$309K · 4K shares
$307K · 6K shares
$292K · 8K shares
$290K · 12K shares
$286K · 11K shares
$285K · 432 shares
$282K · 414 shares
$230K · 7K shares
$226K · 736 shares
$212K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $89.0M | 54.5% |
| Technology | 9 | $31.7M | 19.4% |
| Unknown | 6 | $11.3M | 6.9% |
| Industrials | 6 | $7.2M | 4.4% |
| Healthcare | 4 | $5.2M | 3.2% |
| Energy | 3 | $5.0M | 3.1% |
| Consumer Defensive | 3 | $4.1M | 2.5% |
| Consumer Cyclical | 4 | $4.0M | 2.5% |
| Utilities | 2 | $3.7M | 2.3% |
| Basic Materials | 1 | $1.2M | 0.7% |
| Communication Services | 2 | $881K | 0.5% |